Financial Planning Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Group

We are a leading financial services group in Hong Kong, offering a wide range of services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness, creating a unique culture that fosters growth and development.

Job Responsibilities

We are seeking a highly motivated and experienced professional to join our team as a Financial Planning Manager. As a key member of our Branch Management team, you will be responsible for conducting bancassurance sales at our bank branches, driving business growth and achieving assigned targets.

  • Develop and maintain strong relationships with existing and prospective clients to achieve business targets
  • Identify and acquire new business opportunities to deepen relationships with existing and potential clients
  • Collaborate with relationship managers to manage customer portfolios and resolve issues
  • Develop and implement business plans and marketing strategies for wealth management of banking clients
  • Cultivate strong relationships with high-net-worth clients and broaden our client base
  • Provide tailored advice and reviews to clients on a regular basis and post-sales services
  • Meet sales targets for financial products for consumer banking clients
Requirements

To succeed in this role, you will need:

  • A degree holder with passes in IIQE Paper 1, 3, and 5
  • A minimum of 3 years of relevant experience in the insurance or banking industry, with a proven track record in financial planning
  • Excellent time management and communication skills
  • Strong customer selling and relationship building skills with branch staff
  • Flexibility and adaptability in a fast-paced bank branch environment
  • Proficiency in MS Office applications
  • A good command of both written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.



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